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罗宾汉（HOOD）与今日美国公司（TDAY）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是今日美国公司的1.6倍（$927.0M vs $585.0M），罗宾汉净利率更高（36.2% vs -5.1%，领先41.4%），今日美国公司同比增速更快（-5.8% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs -4.1%）
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
今日美国公司（原甘尼特）是总部位于纽约的美国传媒控股集团，按每日总发行量计算，它是美国规模最大的报业出版商，旗下拥有众多知名纸媒与数字媒体资产。
HOOD vs TDAY — 直观对比
营收规模更大
HOOD
是对方的1.6倍
$585.0M
营收增速更快
TDAY
高出21.9%
-27.7%
净利率更高
HOOD
高出41.4%
-5.1%
两年增速更快
HOOD
近两年复合增速
-4.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $585.0M |
| 净利润 | $336.0M | $-30.1M |
| 毛利率 | — | 41.5% |
| 营业利润率 | — | 7.4% |
| 净利率 | 36.2% | -5.1% |
| 营收同比 | -27.7% | -5.8% |
| 净利润同比 | -2.9% | -146.7% |
| 每股收益（稀释后） | $336.00 | $-0.09 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收HOODTDAY
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $585.0M | ||
| Q3 25 | $1.3B | $560.8M | ||
| Q2 25 | $989.0M | $584.9M | ||
| Q1 25 | $927.0M | $571.6M | ||
| Q4 24 | $1.0B | $621.3M | ||
| Q3 24 | $637.0M | $612.4M | ||
| Q2 24 | $682.0M | $639.8M |
净利润HOODTDAY
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $-30.1M | ||
| Q3 25 | $556.0M | $-39.2M | ||
| Q2 25 | $386.0M | $78.4M | ||
| Q1 25 | $336.0M | $-7.3M | ||
| Q4 24 | $916.0M | $64.3M | ||
| Q3 24 | $150.0M | $-19.7M | ||
| Q2 24 | $188.0M | $13.7M |
毛利率HOODTDAY
| Q1 26 | — | — | ||
| Q4 25 | — | 41.5% | ||
| Q3 25 | — | 37.2% | ||
| Q2 25 | — | 38.5% | ||
| Q1 25 | — | 37.6% | ||
| Q4 24 | — | 39.5% | ||
| Q3 24 | — | 38.6% | ||
| Q2 24 | — | 38.8% |
营业利润率HOODTDAY
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 7.4% | ||
| Q3 25 | 49.8% | -3.9% | ||
| Q2 25 | 44.7% | -1.6% | ||
| Q1 25 | 40.0% | 1.7% | ||
| Q4 24 | 55.0% | 1.0% | ||
| Q3 24 | 24.0% | -1.0% | ||
| Q2 24 | 28.0% | 1.1% |
净利率HOODTDAY
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | -5.1% | ||
| Q3 25 | 43.6% | -7.0% | ||
| Q2 25 | 39.0% | 13.4% | ||
| Q1 25 | 36.2% | -1.3% | ||
| Q4 24 | 90.3% | 10.4% | ||
| Q3 24 | 23.5% | -3.2% | ||
| Q2 24 | 27.6% | 2.1% |
每股收益（稀释后）HOODTDAY
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $-0.09 | ||
| Q3 25 | $0.61 | $-0.27 | ||
| Q2 25 | $0.42 | $0.42 | ||
| Q1 25 | $0.37 | $-0.05 | ||
| Q4 24 | $1.00 | $0.47 | ||
| Q3 24 | $0.17 | $-0.14 | ||
| Q2 24 | $0.21 | $0.09 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $4.3B | $90.2M |
| 总债务越低越好 | — | $954.2M |
| 股东权益账面价值 | $9.2B | $155.1M |
| 总资产 | $38.1B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 6.15× |
8季度趋势，按日历期对齐
现金及短期投资HOODTDAY
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $90.2M | ||
| Q3 25 | $4.3B | $75.2M | ||
| Q2 25 | $4.2B | $88.5M | ||
| Q1 25 | $4.4B | $85.9M | ||
| Q4 24 | $4.3B | $106.3M | ||
| Q3 24 | $4.6B | $101.8M | ||
| Q2 24 | $4.5B | $98.9M |
总债务HOODTDAY
| Q1 26 | — | — | ||
| Q4 25 | — | $954.2M | ||
| Q3 25 | — | $971.8M | ||
| Q2 25 | — | $988.9M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $992.1M | ||
| Q2 24 | — | $1.0B |
股东权益HOODTDAY
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $155.1M | ||
| Q3 25 | $8.6B | $194.0M | ||
| Q2 25 | $8.1B | $237.1M | ||
| Q1 25 | $8.0B | $150.1M | ||
| Q4 24 | $8.0B | $153.1M | ||
| Q3 24 | $7.2B | $240.5M | ||
| Q2 24 | $7.1B | $249.8M |
总资产HOODTDAY
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $1.8B | ||
| Q3 25 | $41.5B | $1.9B | ||
| Q2 25 | $35.3B | $2.0B | ||
| Q1 25 | $27.5B | $2.0B | ||
| Q4 24 | $26.2B | $2.0B | ||
| Q3 24 | $43.2B | $2.1B | ||
| Q2 24 | $41.3B | $2.1B |
负债/权益比HOODTDAY
| Q1 26 | — | — | ||
| Q4 25 | — | 6.15× | ||
| Q3 25 | — | 5.01× | ||
| Q2 25 | — | 4.17× | ||
| Q1 25 | — | 6.71× | ||
| Q4 24 | — | 7.05× | ||
| Q3 24 | — | 4.13× | ||
| Q2 24 | — | 4.06× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $642.0M | $43.4M |
| 自由现金流经营现金流 - 资本支出 | — | $30.8M |
| 自由现金流率自由现金流/营收 | — | 5.3% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HOODTDAY
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $43.4M | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $642.0M | $23.3M | ||
| Q4 24 | $-1.4B | $9.0M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $54.0M | — |
自由现金流HOODTDAY
| Q1 26 | — | — | ||
| Q4 25 | — | $30.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $9.8M | ||
| Q4 24 | — | $-3.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率HOODTDAY
| Q1 26 | — | — | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | -0.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度HOODTDAY
| Q1 26 | — | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率HOODTDAY
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | — | ||
| Q2 25 | 9.09× | — | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | -1.53× | 0.14× | ||
| Q3 24 | 12.08× | — | ||
| Q2 24 | 0.29× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
TDAY
| Print And Commercial | $307.5M | 53% |
| Digital Advertising | $81.7M | 14% |
| Newsquest Segment | $60.1M | 10% |
| Commercial And Other | $48.3M | 8% |
| Digital Only Subscription | $43.2M | 7% |
| Commercial Printing And Delivery Revenue | $26.2M | 4% |
| Digital Other | $23.2M | 4% |
